Cadence Bank (NYSE:CADE) Trading Down 3.8% – What’s Next?

Cadence Bank (NYSE:CADE)’s stock price was down 3.8% during trading on Thursday . The stock traded as low as $43.66 and last traded at $44.6780. Approximately 1,503,606 shares were traded during trading, a decline of 46% from the average daily volume of 2,782,746 shares. The stock had previously closed at $46.46.

Trending Headlines about Cadence Bank

Here are the key news stories impacting Cadence Bank this week:

• Positive Sentiment: Q4 earnings beat — Cadence reported $0.85 EPS vs. $0.79 estimate and revenue of $528.4M, driven by solid loan growth, which supports core earnings strength. Cadence Bank beats Q4 expectations, reports strong loan growth
• Positive Sentiment: Company press release and full results available — management confirmed the quarterly and annual 2025 results, giving investors official detail on revenue, margins and ROE. Cadence Bank Announces Fourth Quarter and Annual 2025 Financial Results
• Positive Sentiment: Dividend boost — the board increased the common quarterly dividend by 25% (new quarterly payout announced), which supports income investors and signals confidence in capital generation. View Press Release
• Neutral Sentiment: Revenue details and coverage — multiple outlets note revenue slightly topped estimates, and analyst write‑ups (Zacks, Yahoo) break down key metric comparisons and trends for analysts to update models. Cadence Bank’s (NYSE:CADE) Q4 CY2025 Sales Top Estimates
• Neutral Sentiment: Analyst notes and metric comparisons — Zacks and other services provide context on loan growth, margins and ROE versus Street expectations, useful for revising near‑term earnings forecasts. Cadence (CADE) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Industry context — a peer (Huntington Bancshares) reported a revenue miss amid acquisition activity; such peer results can shift relative sentiment in regional bank stocks. Huntington Bancshares Q4 earnings, revenue miss, amid acquisition activity
• Negative Sentiment: Valuation concerns — coverage notes a P/E premium vs. DCF discount for Cadence, which may prompt investors to trim positions despite the beat if they see limited upside. Cadence Bank (CADE) Valuation Check As P/E Premium Contrasts With DCF Discount
• Negative Sentiment: Market reaction/profit‑taking — despite the beat, shares are lower on higher-than-average volume, suggesting some investors are locking in gains; this dynamic can amplify short‑term downside.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on CADE shares. Barclays lowered shares of Cadence Bank from an “overweight” rating to a “hold” rating in a research report on Tuesday, October 28th. Keefe, Bruyette & Woods cut Cadence Bank from a “moderate buy” rating to a “hold” rating and boosted their target price for the stock from $41.00 to $49.00 in a research report on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Cadence Bank in a report on Wednesday, October 8th. Piper Sandler set a $40.00 price objective on Cadence Bank and gave the stock a “neutral” rating in a report on Monday, October 27th. Finally, Morgan Stanley cut shares of Cadence Bank from an “overweight” rating to a “sell” rating in a research report on Tuesday, October 28th. Two investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Cadence Bank has a consensus rating of “Hold” and a consensus target price of $42.33.

Cadence Bank Price Performance

The company has a 50 day simple moving average of $42.33 and a 200-day simple moving average of $38.66. The firm has a market cap of $7.97 billion, a PE ratio of 15.84 and a beta of 0.95.

Cadence Bank (NYSE:CADE) last announced its quarterly earnings data on Thursday, January 22nd. The company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Cadence Bank had a net margin of 18.15% and a return on equity of 9.97%. The firm had revenue of $528.41 million during the quarter, compared to analyst estimates of $525.15 million. During the same period in the previous year, the business posted $0.70 EPS. On average, sell-side analysts predict that Cadence Bank will post 2.94 EPS for the current fiscal year.

Cadence Bank Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 20th. Shareholders of record on Friday, January 30th will be given a dividend of $0.3438 per share. The ex-dividend date is Friday, January 30th. This is a positive change from Cadence Bank’s previous quarterly dividend of $0.28. This represents a $1.38 annualized dividend and a yield of 3.1%. Cadence Bank’s dividend payout ratio (DPR) is currently 39.86%.

Institutional Investors Weigh In On Cadence Bank

A number of hedge funds and other institutional investors have recently modified their holdings of CADE. Goldman Sachs Group Inc. increased its stake in Cadence Bank by 9.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,831,131 shares of the company’s stock worth $85,953,000 after purchasing an additional 244,146 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Cadence Bank by 1.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 470,691 shares of the company’s stock worth $14,290,000 after purchasing an additional 6,312 shares during the last quarter. Sheets Smith Wealth Management increased its stake in shares of Cadence Bank by 2.6% in the second quarter. Sheets Smith Wealth Management now owns 18,040 shares of the company’s stock worth $577,000 after buying an additional 464 shares during the period. FCG Investment Co bought a new stake in Cadence Bank during the 2nd quarter valued at $4,878,000. Finally, Paragon Capital Management Ltd purchased a new stake in Cadence Bank during the 2nd quarter valued at $219,000. Institutional investors own 84.61% of the company’s stock.

About Cadence Bank

Cadence Bank (NYSE: CADE) is a regional commercial bank that offers a full suite of financial services to individuals, businesses and government entities. Through its network of branches and digital platforms, the bank provides deposit accounts, treasury management solutions, commercial and industrial lending, equipment finance, residential and consumer mortgages, and wealth management services. Cadence Bank serves a mix of small and mid-size companies as well as retail customers in its core markets.

The institution traces its heritage to Cadence Bancorporation, which was established in 1987 in Tupelo, Mississippi.